Sound Financial Center LLC
Firm details
- Headquarters
- Sequim, Washington
- CRD number
- 125767
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.69%
- Individuals30.31%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sound Financial Center LLC is an independent, individual-owned registered investment adviser that manages portfolios for individuals and small businesses. The firm combines accounting services with portfolio management and charges clients on a percentage-of-assets-under-management basis. It does not identify as an active ESG investor, is not organized as a capital allocator, and is not positioned as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Cash & Cash Equivalents19%
Contacts
3 of 3
John Mangiameli
FinanceCRD 7332383
Joseph Mangiameli
OwnerCRD 2544085
Steven Mangiameli
Enrolled AgentCRD 8018153
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sequim, WA
Clallam
Location
Sequim, WA
Headquartered in Sequim, WA, in the West of the United States.
- Region
- West
- County
- Clallam
- Address
- 121 W Bell St
- Time zone
- PT (UTC-8)
- Office locations
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